See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667,567 | $209,336+218.9% | $197,124+238.7% | $137,256+386.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.04% | 48.09%-38.1pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $6,120 | $6,591-7.1% | $6,227-1.7% | $4,156+47.3% |
| Participant deferral / active EE | $22,400 | $9,614+133.0% | $9,135+145.2% | $6,407+249.6% |
| Admin fee / account holder | $11,348 | $17,308-34.4% | $16,298-30.4% | $12,270-7.5% |